Wills or Trusts

1809 W. Main Street
Richmond, VA 23220

Description

These free monthly continuing education courses maybe approved  CE / CLE credit for  CPA's, Financial Planners, Insurance Agents and Attorneys. The amount of CE credit will be based on length of actual classroom instruction.  Registration is free, if desired box lunches are available for $10.00. (Make sure to note in the comment box during registration that you would like a lunch) Also feel free to bring your own lunch.

WILLS & TRUSTS

1809 W. Main Street
Richmond, VA 23220

Description

Come and you will lerarn:

·     How to plan your estate to make sure it pass on to you family

·     How to protect your estate if you become incapacitated

·     The right and wrong way to leave property to your children

·     How to plan your estate to minimize federal estate taxes

·     The advantages and disadvantages of certain trusts and wills

·     and much more!!!!!

IT’S NEVER TOO EARLY TO LEARN ABOUT WILLS & TRUSTS

***All attendees receive a FREE CONSULTATION valued at $250***

Special Needs Trusts

1809 W. Main Street
Richmond, VA 23220

Description

These free monthly continuing education courses maybe approved  CE / CLE credit for  CPA's, Financial Planners, Insurance Agents and Attorneys. The amount of CE credit will be based on length of actual classroom instruction.  Registration is free, if desired box lunches are available for $10.00. (Make sure to note in the comment box during registration that you would like a lunch) Also feel free to bring your own lunch.

Irrevocable Life Insurance Trusts

1809 W. Main Street
Richmond, VA 23220

Description

These free monthly continuing education courses maybe approved  CE / CLE credit for  CPA's, Financial Planners, Insurance Agents and Attorneys. The amount of CE credit will be based on length of actual classroom instruction.  Registration is free, if desired box lunches are available for $10.00. (Make sure to note in the comment box during registration that you would like a lunch) Also feel free to bring your own lunch.

Charitable Giving Vehicles

1809 W. Main Street
Richmond, VA 23220

Description

These free monthly continuing education courses maybe approved  CE / CLE credit for  CPA's, Financial Planners, Insurance Agents and Attorneys. The amount of CE credit will be based on length of actual classroom instruction.  Registration is free, if desired box lunches are available for $10.00. (Make sure to note in the comment box during registration that you would like a lunch) Also feel free to bring your own lunch.

Basic Asset Protection

1809 W. Main Street
Richmond, VA 23220

Description

These free monthly continuing education courses maybe approved  CE / CLE credit for  CPA's, Financial Planners, Insurance Agents and Attorneys. The amount of CE credit will be based on length of actual classroom instruction.  Registration is free, if desired box lunches are available for $10.00. (Make sure to note in the comment box during registration that you would like a lunch) Also feel free to bring your own lunch.